0.63%
8.00%
17.03%
47.85%
57.76%
46.79%
133.15%
AI Spotlight on FFIV
Company Description
F5, Inc.provides multi-cloud application security and delivery solutions for the security, performance, and availability of network applications, servers, and storage systems.The company's multi-cloud application security and delivery solutions enable its customers to develop, deploy, operate, secure, and govern applications in any architecture, from on-premises to the public cloud.
It offers application security and delivery products, including BIG-IP appliances and VIPRION chassis and related software modules and software-only Virtual Editions; Local Traffic Manager and DNS Services; Advanced Firewall Manager and Policy Enforcement Manager that leverage the unique performance characteristics of its hardware and software architecture; Application Security Manager and Access Policy Manager; NGINX Plus and NGINX Controller; Shape Defense and Enterprise Defense; Secure Web Gateway, and Silverline DDoS and Application security offerings; and online fraud and abuse prevention solutions.The company also provides a range of professional services, including consulting, training, installation, maintenance, and other technical support services.F5, Inc.
sells its products to large enterprise businesses, public sector institutions, governments, and service providers through distributors, value-added resellers, managed service providers, and systems integrators in the Americas, Europe, the Middle East, Africa, and the Asia Pacific region.It has partnerships with public cloud providers, such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform.The company was formerly known as F5 Networks, Inc.
and changed its name to F5, Inc.in November 2021.F5, Inc.
was incorporated in 1996 and is headquartered in Seattle, Washington.
Market Data
| Last Price | 294.82 |
| Change Percentage | 0.63% |
| Open | 293.18 |
| Previous Close | 292.98 |
| Market Cap ( Millions) | 16997 |
| Volume | 414424 |
| Year High | 313 |
| Year Low | 159.01 |
| M A 50 | 276.2 |
| M A 200 | 220.21 |
Financial Ratios
| FCF Yield | 4.97% |
| Dividend Yield | 0.00% |
| ROE | 19.33% |
| Debt / Equity | 7.51% |
| Net Debt / EBIDTA | -110.77% |
| Price To Book | 5.31 |
| Price Earnings Ratio | 28.9 |
| Price To FCF | 20.11 |
| Price To sales | 5.88 |
| EV / EBITDA | 19.63 |
News
- Feb -26 - F5's Multi-terabit VELOS Hardware Powers AI Workloads for Service Providers and Large Enterprises
- Feb -26 - F5 Unveils Industry's First Converged Application Delivery and Security Platform for the Hybrid Multicloud Infrastructures of the AI Era
- Feb -21 - As the Magnificent 7 Stalls, These 3 Stocks Are Gaining Momentum
- Feb -21 - F5 to Participate in Upcoming Financial Conference
- Feb -20 - DH or FFIV: Which Is the Better Value Stock Right Now?
- Feb -12 - F5 Earnings Outperform as Software, AI Investments Pay Off
- Feb -11 - F5 Redefines ADC for the AI Era
- Feb -10 - Interpreting F5 (FFIV) International Revenue Trends
- Feb -05 - F5, Inc.: Long-Term Growth Outlook Has Gotten Better Due To AI-Related Demand
- Feb -03 - DH vs. FFIV: Which Stock Is the Better Value Option?
- Jan -31 - F5 opening new office space in 2026 to bring 250 Spokane, Wash.-area employees together
- Jan -29 - F5 hails record quarter thanks to 'hybrid multicloud and AI' trends
- Jan -29 - F5 Sees Big Wins in Multi-Cloud, AI Security, and IT Refresh, Analysts Forecast More Upside
- Jan -29 - F5 Q1 Earnings & Revenues Beat: Will Strong Results Lift the Stock?
- Jan -29 - Cloud-Solutions Provider F5 Stock Hits Record High on Increased Demand
- Jan -29 - EAT Serves Strong Earnings, FFIV Rallies, TMUS Beats Estimates
- Jan -29 - Should You Pick FFIV Stock At $300?
- Jan -29 - F5, Inc. Q1 Earnings: The Market Is Sleeping On This Stock
- Jan -29 - F5, Inc. (FFIV) Q1 2025 Earnings Call Transcript
- Jan -29 - Markets Stage Shallow Rebound from Monday Sell-off
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Services
Expected Growth : 1.8 %
What the company do ?
F5 Services provide application delivery, security, and optimization solutions, enabling organizations to securely and efficiently deliver applications to users.
Why we expect these perspectives ?
F5's 1.8% growth is driven by increasing demand for cloud-based application services, expansion of 5G networks, and rising need for security and analytics solutions. Additionally, the company's focus on software-centric offerings and strategic acquisitions have contributed to its growth.
Segment n°2 -> Systems
Expected Growth : 2.2 %
What the company do ?
F5 Systems provide application delivery, network security, and cloud infrastructure solutions, enabling organizations to securely deliver applications and services.
Why we expect these perspectives ?
F5's 2.2% growth driven by increasing demand for cloud-based application security, rising adoption of 5G networks, and growing need for digital transformation. Additionally, F5's focus on software-centric solutions and strategic acquisitions have expanded its total addressable market, contributing to its growth momentum.
Segment n°3 -> Software
Expected Growth : 1.9 %
What the company do ?
F5, Inc. offers BIG-IP, a software that provides application delivery, security, and analytics for enterprise networks and cloud environments.
Why we expect these perspectives ?
F5's software growth is driven by increasing demand for cloud-based application security, digital transformation, and rising adoption of 5G networks. Additionally, the company's focus on subscription-based models, expansion into new markets, and strategic acquisitions contribute to its growth. Furthermore, the growing need for organizations to protect against cyber threats and ensure application availability also fuels F5's software segment growth.
F5, Inc. Products
| Product Range | What is it ? |
|---|---|
| BIG-IP | BIG-IP is a family of application delivery controllers that provide advanced traffic management, security, and acceleration capabilities. |
| NGINX | NGINX is a popular open-source web server software that provides high-performance, scalable, and secure web serving capabilities. |
| Shape Security | Shape Security is a comprehensive bot management solution that detects and mitigates automated attacks on web and mobile applications. |
| Volterra | Volterra is a distributed cloud platform that provides a unified, secure, and scalable infrastructure for modern applications. |
| F5 DNS | F5 DNS is a scalable and secure DNS solution that provides high availability, traffic management, and security for DNS infrastructure. |
| F5 SSL Orchestrator | F5 SSL Orchestrator is a centralized SSL/TLS management solution that provides visibility, control, and automation for SSL/TLS certificates. |
F5, Inc.'s Porter Forces
Threat Of Substitutes
F5, Inc. operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the emergence of new technologies and innovations.
Bargaining Power Of Customers
F5, Inc. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products and services are critical to its customers' operations, making it difficult for customers to negotiate prices.
Bargaining Power Of Suppliers
F5, Inc. has a diversified supply chain, which reduces the bargaining power of individual suppliers. The company also has a strong negotiating position due to its large scale of operations.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry in the application delivery controller market. New entrants would need to invest heavily in research and development, marketing, and sales to compete with established players like F5, Inc.
Intensity Of Rivalry
The application delivery controller market is highly competitive, with several established players competing for market share. F5, Inc. faces intense competition from companies like Citrix Systems, Inc. and A10 Networks, Inc.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 8.91% |
| Debt Cost | 3.95% |
| Equity Weight | 91.09% |
| Equity Cost | 9.63% |
| WACC | 9.13% |
| Leverage | 9.79% |
F5, Inc. : Quality Control
F5, Inc. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| GDDY | GoDaddy Inc. engages in the design and development of cloud-based technology products in the United States and internationally. The company provides domain name registration product that enables to engage customers … |
| DOX | Amdocs Limited, through its subsidiaries, provides software and services worldwide. The company designs, develops, operates, implements, supports, and markets open and modular cloud portfolio. It provides CES21, a 5G and … |
| QLYS | Qualys, Inc. provides cloud-based information technology (IT), security, and compliance solutions in the United States and internationally. The company offers Qualys Cloud Apps, which includes Vulnerability Management; Vulnerability Management, Detection … |
| VRNS | Varonis Systems, Inc. provides software products and services that allow enterprises to manage, analyze, alert, and secure enterprise data in North America, Europe, the Middle East, Africa, and internationally. Its … |
| GEN | Gen Digital Inc. provides cyber safety solutions for consumers in the United States, Canada, Latin America, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It offers Norton 360, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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GoDaddy
A-Score
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Gen Digital
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1-Year Total Return ->
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Amdocs
A-Score
1-Year Total Return ->
4
F5
A-Score
1-Year Total Return ->
5
Qualys
A-Score
1-Year Total Return ->
6
